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Managed Funds, Australia

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Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument

Reference period

June 2023

Released

7/09/2023

View all releases

Key statistics

During the June 2023 quarter:

the total managed funds industry rose $72.7b (1.6%) to $4,571.4b funds under management
consolidated assets of managed funds institutions rose $75.6b (2.1%) to $3,718.7b
cross invested assets rose $7.8b (1.4%) to $547.3b
unconsolidated assets rose $83.4b (2.0%) to $4,266.0b.

June key figures
	Mar Qtr 2023$m	Jun Qtr 2023$m	Mar Qtr 2023 to Jun Qtr 2023%
Total managed funds industry	4,498,621	4,571,355	1.6
Consolidated assets total managed funds institutions	3,643,103	3,718,722	2.1
Cross invested assets between managed funds institutions	539,513	547,324	1.4
Unconsolidated assets total managed funds institutions	4,182,615	4,266,046	2
Life insurance corporations	121,406	120,320	-0.9
Superannuation (pension) funds	3,541,883	3,618,660	2.2
Public offer (retail) unit trusts	472,317	480,124	1.7
All other managed funds institutions	47,010	46,942	-0.1

Source: Australian Bureau of Statistics, Managed Funds, Australia June 2023

Managed funds industry

Managed funds industry - source of funds
	Resident Investment Managers; Sourced from Managed Funds Institutions ($b)	Resident Investment Managers; Sourced from Other Resident Sources ($b)	Resident Investment Managers; Sourced from Overseas ($b)	Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers ($b)
Jun-18	1,407.205	620.131	123.095	1,323.811
Sep-18	1,448.916	628.07	124.438	1,342.495
Dec-18	1,390.374	598.511	118.563	1,302.476
Mar-19	1,479.357	648.206	125.565	1,354.387
Jun-19	1,539.308	664.096	135.885	1,396.906
Sep-19	1,582.981	673.65	146.771	1,424.836
Dec-19	1,619.95	686.262	162.865	1,444.281
Mar-20	1,507.63	625.813	161.338	1,390.738
Jun-20	1,503.807	652.18	165.831	1,474.795
Sep-20	1,528.41	657.232	169.124	1,464.53
Dec-20	1,626.636	685.27	177.62	1,515.854
Mar-21	1,675.367	700.089	186.851	1,562.901
Jun-21	1,775.096	764.028	198.449	1,630.173
Sep-21	1,812.423	746.066	212.732	1,666.705
Dec-21	1,855.494	753.837	196.343	1,710.45
Mar-22	1,836.93	731.947	172.648	1,703.996
Jun-22	1,742.166	670.452	175.39	1,679.633
Sep-22	1,750.666	663.561	171.05	1,685.81
Dec-22	1,818.395	679.664	168.329	1,700.042
Mar-23	1,896.409	689.28	178.4	1,734.532
Jun-23	1,914.125	686.684	178.142	1,792.404

Managed funds industry - source of funds

[" ","Resident Investment Managers; Sourced from Managed Funds Institutions","Resident Investment Managers; Sourced from Other Resident Sources","Resident Investment Managers; Sourced from Overseas","Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers"]

[["Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23"],[[1407.2049999999999],[1448.9159999999999],[1390.374],[1479.357],[1539.308],[1582.981],[1619.95],[1507.6300000000001],[1503.807],[1528.4100000000001],[1626.636],[1675.367],[1775.096],[1812.423],[1855.4939999999999],[1836.9300000000001],[1742.1659999999999],[1750.6659999999999],[1818.395],[1896.4090000000001],[1914.125]],[[620.13099999999997],[628.07000000000005],[598.51099999999997],[648.20600000000002],[664.096],[673.64999999999998],[686.26199999999994],[625.81299999999999],[652.17999999999995],[657.23199999999997],[685.26999999999998],[700.08900000000006],[764.02800000000002],[746.06600000000003],[753.83699999999999],[731.947],[670.452],[663.56100000000004],[679.66399999999999],[689.27999999999997],[686.68399999999997]],[[123.095],[124.438],[118.563],[125.565],[135.88499999999999],[146.77099999999999],[162.86500000000001],[161.33799999999999],[165.83099999999999],[169.124],[177.62],[186.851],[198.44900000000001],[212.732],[196.34299999999999],[172.648],[175.38999999999999],[171.05000000000001],[168.32900000000001],[178.40000000000001],[178.142]],[[1323.8109999999999],[1342.4949999999999],[1302.4760000000001],[1354.3869999999999],[1396.9059999999999],[1424.836],[1444.2809999999999],[1390.7380000000001],[1474.7950000000001],[1464.53],[1515.854],[1562.9010000000001],[1630.173],[1666.7049999999999],[1710.45],[1703.9960000000001],[1679.633],[1685.8099999999999],[1700.0419999999999],[1734.5319999999999],[1792.404]]]

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Resident investment managers' placements with other resident investment managers are deducted when deriving the size of the total managed funds industry.

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc. (%)	Shares (%)	Units in trusts (%)	Overseas assets (%)
Jun-08	9	6.3	4.8	21.2	25.1	15.5
Sep-08	9.5	6.4	4.8	19.8	24.7	16.2
Dec-08	11.2	6.4	5	18.2	23.4	15.9
Mar-09	11.3	6.5	5	18.4	22.8	15.3
Jun-09	11.7	6.6	4.4	19.8	23.1	14.5
Sep-09	10.9	6.2	4.5	21.8	23.9	14.2
Dec-09	10.6	5.7	4.3	22.2	24.6	14.3
Mar-10	10.5	5.3	4.2	22.6	24.8	14.5
Jun-10	10.9	5.4	4.4	21.5	24.2	14.5
Sep-10	11.1	4.7	4	22.3	25	14.1
Dec-10	10.9	4.5	3.7	22.8	25.4	13.9
Mar-11	10.8	4.3	3.6	23	25.6	14
Jun-11	11.7	4.1	3.6	21.9	25.2	13.8
Sep-11	12.5	4.4	3.7	20.4	24.6	14.1
Dec-11	12.4	4.6	3.6	20.7	24.6	13.9
Mar-12	12.4	4.4	3.6	21	24.6	14.1
Jun-12	13.8	4.4	3.7	19.9	24.4	13.7
Sep-12	13.8	4.2	3.8	19.7	24.8	14.1
Dec-12	13.2	4.1	3.7	20.2	25.4	14.1
Mar-13	12.8	3.9	3.5	20.8	25.8	14.2
Jun-13	13.2	3.7	3.3	19.7	26.1	15.1
Sep-13	12.8	3.7	3.3	20.5	26.5	14.9
Dec-13	12.5	3.4	3.3	20.6	26.9	15.8
Mar-14	12.5	3.4	3.3	20	27.1	15.6
Jun-14	12.1	3.4	3.3	19.8	27.8	15.7
Sep-14	12.1	3.4	3.2	19.4	28.4	16.2
Dec-14	11.7	3.5	3.3	19.3	28.5	17
Mar-15	11.2	3.4	3.2	19.7	28.7	17.3
Jun-15	11.3	3.4	3.3	18.8	28.2	17.3
Sep-15	11.3	3.6	3.4	18.1	28.7	17.4
Dec-15	11.1	3.6	3.3	18.2	28.8	17
Mar-16	11.1	3.7	3.3	17.9	28.7	16.7
Jun-16	11.2	3.7	3.3	18.1	28.4	16.8
Sep-16	10.1	3.4	3.2	17	27.3	16.5
Dec-16	9.6	3.3	3.2	17.5	27.7	16.7
Mar-17	9.6	3.3	2.9	17.6	27.5	16.8
Jun-17	9.8	3.5	2.9	16.7	27.2	17
Sep-17	9.4	3.6	2.9	16.7	27.2	17.8
Dec-17	8.9	3.2	3.1	17.4	27.6	18
Mar-18	8.7	3.2	3.1	16.7	27.5	18.8
Jun-18	8.7	3.1	3.2	17.5	27.4	18.4
Sep-18	8.6	3.1	3.2	17	27.7	18.7
Dec-18	8.8	3.2	3.5	16.2	27.5	18.4
Mar-19	8.5	3.2	3.5	16.6	27.5	18.9
Jun-19	8.5	3	3.6	16.9	27.5	19.4
Sep-19	8.4	2.7	3.7	16.9	27.5	19.9
Dec-19	8.1	2.9	3.8	16.7	27.1	20.5
Mar-20	9.7	3.1	3.7	13.6	25.6	21
Jun-20	9.6	3.3	3.7	15.6	25.5	20.3
Sep-20	9.3	3.2	3.7	15.7	26.1	20.3
Dec-20	8.4	3	3.7	17.4	26	20.7
Mar-21	8.2	2.8	3.6	17.7	25.9	21.5
Jun-21	7.9	2.3	3.5	18.5	25.8	22
Sep-21	7.6	2.2	3.4	18.4	25.9	22.4
Dec-21	7.2	2.2	3.2	18.5	25.6	22.9
Mar-22	7.2	2.3	3.3	19.2	25.2	22.1
Jun-22	8.2	2.3	3.4	17.6	24.8	21.9
Sep-22	8.1	2.4	3.5	17.9	24.6	21.7
Dec-22	8	2.4	3.6	18.7	24.6	21.6
Mar-23	8	2.3	3.9	18.5	24.5	22.3
Jun-23	8.1	2.1	4	18.2	24.2	23.3

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets

[" ","Deposits","Short term securities","Bonds, etc.","Shares","Units in trusts","Overseas assets"]

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0000000001],[23.899999999999999],[24.600000000000001],[24.800000000000001],[24.199999999999999],[25],[25.399999999999999],[25.600000000000001],[25.199999999999999],[24.600000000000001],[24.600000000000001],[24.600000000000001],[24.399999999999999],[24.800000000000001],[25.399999999999999],[25.800000000000001],[26.100000000000001],[26.5],[26.899999999999999],[27.100000000000001],[27.800000000000001],[28.399999999999999],[28.5],[28.699999999999999],[28.199999999999999],[28.699999999999999],[28.800000000000001],[28.699999999999999],[28.399999999999999],[27.300000000000001],[27.699999999999999],[27.5],[27.199999999999999],[27.199999999999999],[27.600000000000001],[27.5],[27.399999999999999],[27.699999999999999],[27.5],[27.5],[27.5],[27.5],[27.100000000000001],[25.600000000000001],[25.5],[26.100000000000001],[26],[25.899999999999999],[25.800000000000001],[25.899999999999999],[25.600000000000001],[25.199999999999999],[24.800000000000001],[24.600000000000001],[24.600000000000001],[24.5],[24.199999999999999]],[[15.5],[16.199999999999999],[15.9],[15.300000000000001],[14.5],[14.199999999999999],[14.300000000000001],[14.5],[14.5],[14.1],[13.9],[14],[13.800000000000001],[14.1],[13.9],[14.1],[13.699999999999999],[14.1],[14.1],[14.199999999999999],[15.1],[14.9],[15.800000000000001],[15.6],[15.699999999999999],[16.199999999999999],[17],[17.300000000000001],[17.300000000000001],[17.399999999999999],[17],[16.699999999999999],[16.800000000000001],[16.5],[16.699999999999999],[16.800000000000001],[17],[17.800000000000001],[18],[18.800000000000001],[18.399999999999999],[18.699999999999999],[18.399999999999999],[18.899999999999999],[19.399999999999999],[19.899999999999999],[20.5],[21],[20.300000000000001],[20.300000000000001],[20.699999999999999],[21.5],[22],[22.399999999999999],[22.899999999999999],[22.100000000000001],[21.899999999999999],[21.699999999999999],[21.600000000000001],[22.300000000000001],[23.300000000000001]]]

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Note: Hide/unhide series in the graph by clicking the legend above

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $76.8b (2.2%) to $3,618.7b during the June quarter.

Key movements were as follows:

assets overseas rose $47.4b (6.7%)
units in trusts rose $13.9b (1.1%)
deposits rose $7.1b (2.6%)
shares rose $6.2b (1.0%)
bonds, etc. rose $5.3b (5.2%).

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth (%)
Jun-18	3.4
Sep-18	2.1
Dec-18	-4.3
Mar-19	5.9
Jun-19	3.8
Sep-19	2.7
Dec-19	1.8
Mar-20	-7.1
Jun-20	3.6
Sep-20	0.9
Dec-20	5.7
Mar-21	3.3
Jun-21	5.6
Sep-21	2.3
Dec-21	2.5
Mar-22	-1.0
Jun-22	-4.4
Sep-22	0.3
Dec-22	2.9
Mar-23	3.5
Jun-23	2.2

Total assets of superannuation (pension) funds; percentage growth

[" ","Total assets of superannuation (pension) funds, percentage growth"]

[["Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23"],[[3.3999999999999999],[2.1000000000000001],[-4.2999999999999998],[5.9000000000000004],[3.7999999999999998],[2.7000000000000002],[1.8],[-7.0999999999999996],[3.6000000000000001],[0.90000000000000002],[5.7000000000000002],[3.2999999999999998],[5.5999999999999996],[2.2999999999999998],[2.5],[-1],[-4.4000000000000004],[0.29999999999999999],[2.8999999999999999],[3.5],[2.2000000000000002]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $7.8b (1.7%) to $480.1b during the June quarter.

Key movements were as follows:

assets overseas rose $5.5b (6.3%)
land, buildings and equipment fell $3.4b (-2.2%)
other financial assets rose $2.0b (41.4%)
units in trusts rose $1.4b (1.2%)
shares rose $1.2b (1.8%).

Cross investment within public offer (retail) unit trusts fell $1.4b (-3.2%) to $42.8b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth (%)
Jun-18	-4.6
Sep-18	2.2
Dec-18	-2.8
Mar-19	3.3
Jun-19	1.4
Sep-19	2.4
Dec-19	3.3
Mar-20	-3.9
Jun-20	1.7
Sep-20	1.7
Dec-20	4.1
Mar-21	2.6
Jun-21	5.3
Sep-21	2.9
Dec-21	4.4
Mar-22	-3.3
Jun-22	-1.5
Sep-22	0.4
Dec-22	2.4
Mar-23	1.8
Jun-23	1.7

Total assets of public offer (retail) unit trusts; percentage growth

[" ","Total assets of public offer (retail) unit trusts, percentage growth"]

[["Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23"],[[-4.5999999999999996],[2.2000000000000002],[-2.7999999999999998],[3.2999999999999998],[1.3999999999999999],[2.3999999999999999],[3.2999999999999998],[-3.8999999999999999],[1.7],[1.7],[4.0999999999999996],[2.6000000000000001],[5.2999999999999998],[2.8999999999999999],[4.4000000000000004],[-3.2999999999999998],[-1.5],[0.40000000000000002],[2.3999999999999999],[1.8],[1.7]]]

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Other managed funds institutions

Life insurance

Total unconsolidated assets of life insurance corporations fell $1.1b (-0.9%) to $120.3b during the June quarter.

Key movements were as follows:

shares fell $2.4b (-18.1%)
units in trusts rose $1.6b (3.9%)
deposits rose $0.8b (25.2%)
short term securities fell $0.8b (-28.6%)
bonds, etc. fell $0.5b (-1.7%).

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth (%)
Jun-18	0.7
Sep-18	0.3
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.4
Sep-19	-0.4
Dec-19	0.0
Mar-20	-9.0
Jun-20	-31.2
Sep-20	-1.1
Dec-20	0.9
Mar-21	-1.5
Jun-21	1.1
Sep-21	0.9
Dec-21	-1.9
Mar-22	-1.5
Jun-22	-4.6
Sep-22	-1.1
Dec-22	0.4
Mar-23	2.1
Jun-23	-0.9

 Total assets of life insurance corporations; percentage growth

[" ","Total assets of life insurance corporations, percentage growth"]

[["Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23"],[[0.69999999999999996],[0.29999999999999999],[-4.4000000000000004],[3.8999999999999999],[-13.4],[-0.40000000000000002],[0],[-9],[-31.199999999999999],[-1.1000000000000001],[0.90000000000000002],[-1.5],[1.1000000000000001],[0.90000000000000002],[-1.8999999999999999],[-1.5],[-4.5999999999999996],[-1.1000000000000001],[0.40000000000000002],[2.1000000000000001],[-0.90000000000000002]]]

[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.3b (3.1%) to $9.5b
common funds rose $0.2b (1.9%) to $11.8b
cash management trusts fell $0.6b (-2.2%) to $25.7b.

Data downloads

Download all (787.21 KB)

Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xlsx [51.83 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xlsx [74.39 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xlsx [111.8 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [100.48 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [153.42 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xlsx [88.97 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [101.17 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [93.87 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [72.52 KB]

Revisions

Table 1 Summary managed funds industry - revised back to the September quarter 2005.
Table 2 Summary managed funds institutions - revised back to the September quarter 2005.
Table 3 Life insurance offices - revised back to the September quarter 2007.
Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2005.
Table 6 Friendly Societies - no revisions.
Table 7 Common funds - revised back to the March quarter 2023.
Table 8 Cash management trusts - revised back to the September quarter 2005.
Table 9 Resident Investment Managers - revised back to the September quarter 2016.

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Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, June 2023

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Managed funds industry

Superannuation (pension) funds

Public offer (retail) unit trusts

Other managed funds institutions

Life insurance

All other managed funds institutions

Data downloads

Time series spreadsheets

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period

Table 2. Summary managed funds institutions, assets at end of period

Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period

Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period

Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period

Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period

Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period

Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period

Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period

Revisions

Enquiries

Previous catalogue number

Methodology

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